Overview
PSM Recruitment are working with a well established, family owned IFA, with over 20 years' experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients.
This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the centre of Folkestone.
Responsibilities
* Preparing and maintaining client files including discussing clients' objectives with the adviser.
* Ensuring compliance and regulatory documentation is up to date and ensuring all financial plans and recommendations are in line with relevant regulations and compliance.
* Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser.
* Implementing recommendations including packaging reports and making changes to investments as instructed.
* Assisting with completion of application forms, submitting applications and tracking and reporting progress.
* Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients.
Experience, Skills and Qualifications
* Essential
* At least two years experience of working in a paraplanner position.
* Minimum qualifications RO1, RO2, RO3 and working towards Level 4.
* Experience of financial planning software.
* Proficient in use of MS Office with good typing skills.
* Confident and effective in communication by telephone.
* Good command of written English and its use in client communications.
* Highly numerate.
* Adaptable and able to manage shifting workload and client demands.
* Excellent organisational skills and ability to plan.
* Desirable
* FE Analytics
* Intelliflo Office
* Defaqto
* Level 4 qualified in financial services.
What we can offer
* Salary from £30,000 - £40,000 p.a dependent on experience
* Salary increasing with experience & qualifications
* Funded training, exam costs and development support
* A flexible and supportive family business environment
* Discretionary Bonus
* NEST pension
* And above all the opportunity to progress and develop
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